RG
PHYS icon

Rikoon Group’s Sprott Physical Gold PHYS Stock Holding History

Rikoon Group’s Portfolio PHYS Stock Details PHYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-21,144
Closed -$231K – 172
2016
Q3 		$231K Buy
+21,144
New +$234K 0.18% 118

Other funds holding PHYS

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rikoon Group's PHYS Position: Q4 2016 in Review

Rikoon Group sold out of Sprott Physical Gold (PHYS) in Q4 2016, closing a stake of 21,144 shares — an estimated $231K sold.

Rikoon Group first reported a position in PHYS in Q3 2016 and held it in 1 quarter. The position peaked at $231K in Q3 2016. 167 funds tracked by Wall St. Rank hold PHYS as of Q4 2016.

  • Rikoon Group reported no remaining Sprott Physical Gold position as of Q4 2016 after selling out during the quarter.
  • Rikoon Group sold 21,144 Sprott Physical Gold shares in Q4 2016, an estimated $231K.
  • Rikoon Group first reported a position in Sprott Physical Gold in Q3 2016 and held it in 1 quarter.
  • Rikoon Group's Sprott Physical Gold position peaked at $231K in Q3 2016.
  • 167 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2016.

Based on Rikoon Group's 13F filing for Q4 2016, filed 13 Feb 2017.